ERP Systems Toolkit

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Audit ERP Systems: proactively research and stay abreast of the latest trends in podcasting, advertising, and media, and assess new channels and opportunities to reach your target audiences.

More Uses of the ERP Systems Toolkit:

  • Execute configuration changes to cloud server environments, database instances, ERP Systems, and industry specific Vertical solutions to address evolving Customer Requirements and product issues.

  • Assure your team creates and updates access permissions and maintains User Accounts to maintain ERP Systems security through user profile management.

  • Provide overall leadership, strategy, and direction for custom and package Application Development across the enterprise from customer facing applications to Back Office ERP Systems.

  • Be accountable for reviewing, documenting, evaluating and testing Application Controls, particularly automated controls on a wide range of ERP Systems and Software Applications across a wide variety of client Business Processes.

  • Ensure you standardize; understand the interaction between financial and accounting principles, Procure To Pay processes and IT/ERP Systems.

  • Solidify expertise with ERP Systems and manufacturing with raw materials, Production Processes, Quality Control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.

  • Standardize ERP Systems: partner with Service Teams to ensure service parts are loaded in various data portals and monitor to assure standards are loaded and costed in ERP Systems.

  • Ensure you brief; understand the interaction between financial and accounting principles, Procure To Pay processes, and IT/ERP Systems.

  • Integrate Existing Applications with your ERP System (NetSuite) and other external services.

  • Standardize ERP Systems: implement operational Best Practices and oversee the NetSuite ERP and other financial and Inventory Management Software systems used by your organization.

  • Oversee ERP Systems: monitor planned orders in the material Resource Planning module of the ERP software and coordinate procurement with purchasing admin.

  • Audit ERP Systems: ERP System modules and Business Processes in finance, accounting, budgeting, Human Resources, time entry, and/or payroll.

  • Be certain that your organization performs Functional Analysis, Requirements Definition, and ERP module configuration and testing.

  • Identify ERP Systems: monitor Cloud Computing, Data Analytics, robotic Process Automation, ERP System governance, risk, and control methodologies.

  • Analyze the Business Requirements for Enterprise Resource Planning (ERP) software and coordinating with the ERP development team.

  • Manage work with ERP vendors on new and or renewal of agreements to ensure no lapse in services are encountered.

  • Create and track purchase orders in the ERP System for ingredients, packaging, supplies, and merchandise necessary for the operation of your organization.

  • Manage work with the existing Software Defined Infrastructure team and the ERP team to manage, maintain, deploy, troubleshoot, and support servers for a mixed customer environment.

  • Ensure you gain; supported the implementation of your new ERP and established KPI reporting using new data platforms to understand key Supply Chain metrics.

  • Provide advice and consultancy to executive leadership on ERP Strategy and investment in supporting enterprise widE Business solutions.

  • Analyze workflow processes that leverage the ERP and work with stakeholders to improve efficiencies in processes to streamline operations.

  • Ensure you advance; read, understand, analyze, interpret and apply ERP System manuals, written materials and statistical data.

  • Assure your organization develops complex technical improvements, changes and reports to implement Customer Requirements using various ERP System platform technologies.

  • Enter new orders into the ERP System and into the accounting logs (Excel spreadsheets).

  • Confirm your corporation complies; briefs leadership and others on status of issues, resolutions, and recovery from any outages or other interruptions to any of Supply Chains ERP related system.

  • Initiate ERP Systems: design and lead ERP projects as platform installations, upgrades and migrations, data extracts for financial or audit purposes, integration with other mobile and Cloud Apps.

  • Confirm your enterprise provides multi tiered Systems Support and administration and monitors the overall ERP environment.

  • Be accountable for defining, optimizing and implementing Charts of Accounts as part of a finance transformation or ERP implementation.

  • Make sure that your strategy complies; owns the product vision, strategy, and roadmap for ERP and Cloud applications by collaborating with product owners, stakeholders, and developers.

  • Support phased implementation and development of ERP System updates and manage day to day housekeeping for ERP and associated applications.

  • Methodize ERP Systems: review and recommend modifications to accounting systems and procedures.

  • Develop ERP Systems: work is primarily performed in an office and outdoor environment with moderate noise levels.


Save time, empower your teams and effectively upgrade your processes with access to this practical ERP Systems Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any ERP Systems related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated ERP Systems specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ERP Systems Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which ERP Systems improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What vendors make products that address the ERP Systems needs?

  2. What are your current levels and trends in key ERP Systems measures or indicators of product and process performance that are important to and directly serve your customers?

  3. Can you maintain your growth without detracting from the factors that have contributed to your success?

  4. Risk identification: what are the possible Risk Events your organization faces in relation to ERP Systems?

  5. What goals did you miss?

  6. Are employees recognized or rewarded for performance that demonstrates the highest levels of integrity?

  7. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  8. Is the scope of ERP Systems Cost Analysis cost-effective?

  9. How do you know if you are successful?

  10. Will it solve real problems?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the ERP Systems book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your ERP Systems self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the ERP Systems Self-Assessment and Scorecard you will develop a clear picture of which ERP Systems areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough ERP Systems Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage ERP SysteMs Projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all ERP SysteMs Project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the ERP SysteMs Project team have enough people to execute the ERP SysteMs Project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed ERP SysteMs Project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete ERP Systems Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 ERP SysteMs Project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 ERP SysteMs Project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any ERP SysteMs Project with this in-depth ERP Systems Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose ERP SysteMs Projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in ERP Systems and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make ERP Systems investments work better.

This ERP Systems All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.